Jdm Financial Group LLC Purchases and Sells in Q1 2024

Jdm Financial Group LLC

$137 Billion
Q1 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.87K + 2.69%	$429.43 - $481.35 $803K - $901K	71.3K $34.3B
IVV	1.1K + 3.54%	$469.56 - $525.73 $517K - $578K	32.2K $16.9B
SPDW	29.8K + 11.68%	$32.85 - $35.9 $978K - $1.07M	285K $10.2B
SPYG	10.6K + 15.54%	$63.12 - $73.73 $671K - $784K	79.1K $5.78B
VO	3.16K + 10.31%	$225.86 - $249.86 $713K - $789K	33.8K $8.44B
VB	3.19K + 9.82%	$204.0 - $228.59 $650K - $729K	35.7K $8.15B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	3.89K New	$163.11 - $183.59 $634K - $713K	3.89K $710M
URTH	3.06K New	$130.7 - $144.91 $400K - $444K	3.06K $444M
GBTC	1.18K New	$34.88 - $65.58 $41.3K - $77.6K	1.18K $74.7M
AGG	112 New	$96.75 - $99.37 $10.8K - $11.1K	112 $11M
JHMM	128 New	$51.1 - $57.38 $6.54K - $7.34K	128 $7.35M
MTAC	530 New	N/A	530 $5.17M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-765 - 3.6%	$169.0 - $195.18 $129K - $149K	20.5K $3.52B
DIA	-676 - 27.61%	$372.72 - $397.76 $252K - $269K	1.77K $705M
DVY	-250 - 52.63%	$113.31 - $123.18 $28.3K - $30.8K	225 $27.7M
IJR	-190 - 23.28%	$102.35 - $110.52 $19.4K - $21K	626 $69.2M
VWO	-1.62K - 2.14%	$39.04 - $42.23 $63.3K - $68.5K	74.3K $3.1B
EEM	-385 - 3.16%	$37.68 - $41.36 $14.5K - $15.9K	11.8K $485M

Sold Out

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IOO	-414 Closed	$79.13 - $89.46 $32.8K - $37K	0 $43K

Activity Summary All Purchases 45 New Holdings 6 Increased Positions 39 All Sells 17 Reductions 16 Sold out 1 Calls 0 Puts 0

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